Poe Group Advisors is the premier accounting practice intermediary firm in the accounting industry.
Phone Number (843) 345-5580
Charleston, South Carolina
Our mission is simple: we help sellers successfully navigate the sale and maximize the value of their firm while minimizing risks and challenges.Likewise, we help buyers find the business that’s the right fit for their talents and skills.Ultimately, we strive to ensure that both parties involved are able to plan and implement a strategic, successful transition of clients and staff.To make this happen, we’ve built a team of skilled and invested professionals who consistently rank at the top of our industry in both total sales and client satisfaction.
Experienced in but not limited to the following services and sectors. Contact for a full list.
English
Established Businesses For Sale
California
* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half tied to a business). * Staff retention is...
$3,750,000
-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over...
$2,450,000
Florida
-68% recurring bookkeeping revenue -Tax returns exclusively provided to bookkeeping clients, no stand alone 1040s! -Exceptional scalability with consistent year over year growth -Specialized niche in mental & behavioral health professionals -Current...
$1,100,000
Virginia
• Modernized, higher-value practice: Personal return average over $1,000. Business returns average $1,600. • Excellent financial controls: A/R reduced from 60% to under 5% through ACH billing, deposits, and consistent policies. Financial controls...
$800,000
Key Strengths & Opportunities ? Strong Financial Performance: $2.5M projected 2025 revenue with steady 10%+ annual fee increases. ? Leadership Continuity: Two junior partners staying post-sale ensure smooth transition and client confidence. Over 20...
$2,950,000
Alberta Canada
-perfect for an accounting professional ready to take the next step into ownership -2024 cash flow exceeding 45% -Systems are in place for a seamless transition -Individual owner hours are less than 2,000 This high-quality franchised Business...
$699,000
? Cash flow exceeding 50% ? Fantastic reputation with quality referral sources ? Scalable and ready for growth Founded in 2002, this boutique-style CPA firm has built a strong reputation for personalized, high-quality service across a diverse range...
$750,000
North Carolina
Highlights: ? 2 partners willing to stay past transition ? Average personal tax return exceeding $1,400 ? Annual fee increases of 5% This long-standing CPA firm, trusted for over 30 years, is renowned for delivering exceptional service and...
$3,250,000
Michigan
-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400! -Proven Growth: 27% annual average growth and consistent fee increase twice yearly. -Exceptional Team: Loyal, well-trained offshore staff manage all...
$2,990,000
-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth clients and has a well-established niche in real...
$2,300,000
Texas
Key Strengths & Opportunities --High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually --High-Quality Team: Experienced, credentialed staff led by a Big-4-trained Director of Operations; all...
$2,390,000
Massachusetts
-Established CPA firm generating over $1.9M in annual revenue -Strong focus on audits, reviews, and tax services -Experienced, long-tenured staff with low turnover Located north of Boston, Massachusetts, this niche CPA practice specializes in...
$2,500,000
? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and investors; demand for ongoing tax strategy and...
$3,890,000
Rhode Island
Key Highlights: -Solid Profitability at 47% -Flexible Seller – willing to stay on in some capacity for the right buyer -No audits, no reviews and no compilations -Work/life balance is embedded in their culture with plenty of time off for family...
$2,000,000
- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation,...
$1,450,000
Minnesota
-Owner hours less than 2,000 -Strong niche in TV and film production -Fully staffed leaving the owner to focus on growth This fully virtual accounting firm has established a strong niche serving clients in the rapidly evolving TV and film production...
Colorado
-Cash flow to owners at $396,000 -2025 projected at $1.1 million -both partners willing to stay on after closing -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client...
$1,250,000
-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and growth. Serving a diverse client base across...
$625,000
Lexington, NC
-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025 Projection is $1,200,000 This established CPA firm has...
$1,395,000
-There are over 5 CPAs on staff -Cashflow averaging $750,000 a year -Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise -High Fees – Business tax (includes some advisory) is $4,700 and...
$2,400,000
Brannon Poe Poe Group Advisors 8433455580
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